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Vanguard Total World Stock ETF

793 hedge funds and large institutions have $8.26B invested in Vanguard Total World Stock ETF in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 310 increasing their positions, 237 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 25

49% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $21.5M

31% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 237

10% more capital invested

Capital invested by funds: $7.51B → $8.26B (+$748M)

8% more funds holding

Funds holding: 733793 (+60)

7% more funds holding in top 10

Funds holding in top 10: 5660 (+4)

0.36% more ownership

Funds ownership: 28.59%28.95% (+0.36%)

Holders
793
Holders Change
+60
Holders Change %
+8.19%
% of All Funds
12.45%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
0.94%
New
89
Increased
310
Reduced
237
Closed
25
Calls
$32.1M
Puts
$21.5M
Net Calls
+$10.6M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
351
Evoke Wealth
California
$1.02M -$38.2K -408 -4%
KWA
352
Kingswood Wealth Advisors
California
$1.02M +$984K +10,500 New
BAAM
353
Baker Avenue Asset Management
California
$1.01M -$56.1K -598 -5%
JWBC
354
John W. Brooker & Co
California
$1.01M +$1.41K +15 +0.1%
NWM
355
Northwest Wealth Management
Iowa
$1M -$12.1K -129 -1%
VFA
356
Valeo Financial Advisors
Indiana
$996K -$622K -6,640 -39%
BWM
357
Brickley Wealth Management
California
$987K +$63K +672 +7%
National Bank of Canada
358
National Bank of Canada
Quebec, Canada
$987K +$115K +1,232 +14%
BWP
359
BSW Wealth Partners
Colorado
$978K +$77.5K +827 +9%
HSWM
360
Hubbell Strickland Wealth Management
Louisiana
$977K +$17K +181 +2%
CIC
361
Cutler Investment Counsel
Oregon
$973K +$37.2K +397 +4%
TWA
362
Trellis Wealth Advisors
California
$971K +$1.78K +19 +0.2%
RC
363
RBF Capital
California
$970K
BCA
364
Bay Colony Advisors
Massachusetts
$968K +$46.9K +500 +5%
MA
365
Montag & Associates
Georgia
$968K +$844 +9 +0.1%
FFA
366
Farther Finance Advisors
California
$960K -$87.7K -936 -9%
AAS
367
Avantax Advisory Services
Texas
$956K +$410K +4,369 +80%
KSWA
368
Kathleen S. Wright Associates
Pennsylvania
$952K +$70.2K +749 +8%
APG
369
Abacus Planning Group
South Carolina
$950K -$562 -6 -0.1%
William Blair & Company
370
William Blair & Company
Illinois
$948K +$144K +1,540 +19%
LBA
371
Letko, Brosseau & Associates
Quebec, Canada
$946K
NF
372
Nikulski Financial
Iowa
$932K +$1.59K +17 +0.2%
RJT
373
Raymond James Trust
Florida
$929K -$21K -224 -2%
BEC
374
Blue Edge Capital
Virginia
$927K -$69.6K -742 -7%
CPIG
375
Chicago Partners Investment Group
Illinois
$911K +$63.4K +676 +8%

VT Hedge Fund Activity: Q2 2023 in Review

793 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2023, worth a combined $8.26B — up 10% from $7.51B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VT positions and 25 closed out — a net gain of 64 holders — while 310 added to existing stakes and 237 trimmed.

The largest buyer was Jane Street, adding an estimated $213M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 793 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2023, up from 733 in Q1 2023.
  • Funds reported $8.26B of Vanguard Total World Stock ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 89 funds opened new Vanguard Total World Stock ETF positions in Q2 2023 and 25 closed out, a net change of +64 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2023 was Jane Street, an estimated $213M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2023 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q2 2023.